Investor Insight

Weighing Strategies for Dollar-Cost Averaging

By investing in mutual funds over specific periodic intervals such as monthly or quarterly, you may or may not reduce risk.

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Financial Viewpoint

A financial plan is essential for a secure future

When creating a plan for any significant life decision, such as choosing a career, getting married, or buying a car, we must spend hours reviewing lists to determine priorities and timing. We must have clarity as we develop our essential …

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Mortgages

Smart Strategies to Pay Off Your Mortgage Faster

Paying off your mortgage means that you will own your home and can move you closer to financial independence. By shortening your mortgage amortization, you will pay significantly less interest over time, drastically reducing the total cost of your home. …

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Estate View

Life insurance insures large tax liabilities in the final return

As the population ages, more people will face tax liabilities in their estate. Planning ahead is the only key to lessen the impact on your heirs. Capital gains taxation due in the final tax return can amount to thousands and often millions of dollars. We will look at the sources of these liabilities and then look at the solutions.

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